The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over 50 years of age. Conflict among family members and other heirs already is the biggest stumbling block to successful estate planning and divorce among older […]
Unlike traditional health insurance, these plans do not “insure” people but rather “share” healthcare costs among a large pool of people. Members pay into the system and upon receiving a bill from their physician other members of the plan will contribute to help pay the bill. Does Faith-Based Healthcare Cover […]
Health care is on the move, with high costs of drugs the primary target and cancer and related disease are close behind. The trend is called “personalized medicine” and it starts with getting your DNA story told (aka Genome Sequencing). This is a small step with big implications for pharmacy […]
Starting a conversation with parents about their estate and after-life plans can be a daunting notion. Is it my business? Will Mom or Dad misunderstand my motive?
It All Starts with a Plan. The 360° Family Office is about understanding your Family Offices vision of success, transforming obstacles into actions and executing solutions. Here are the 5 steps to enjoying confidence and clarity. 1. Discover – The first and most important step in the process is to […]
A recent blog post on 360WR offered a discussion about our investment philosophy relying on the concept of reversion to the mean (everything returns to its average). This past week delivered a new way of considering why. An interesting article in an industry journal poised the question – what fundamental […]
Important report on how owners of family businesses can balance family values with the financial realities of entrepreneurship This report is all about how to minimize conflict in a family business by using a process to make thoughtful decisions—ones that strike the right balance between the needs of family members […]
If you are part of the 68 percent of U.S. households that own a pet, you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any […]
Most parents want to help their children financially, but not by handing over cash with no strings attached. Helping your children learn how to be smart savers could be the best gift that you ever give them. Click below for more.
Instilling in children good attitudes about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is something you should consider doing from a very early age, especially since it is rarely taught in schools. Click below for more info.